Hazlett, Burt & Watson’s Vanguard Real Estate ETF VNQ Stock Holding History

Hazlett, Burt & Watson’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31K	Sell	348 -92	-21%	-$8.44K	0.01%	530
2025 Q4	$39K	Buy	440 +92	+26%	+$8.27K	0.01%	488
2025 Q3	$32K	Hold	348	–	–	0.01%	495
2025 Q2	$31K	Hold	348	–	–	0.01%	444
2025 Q1	$32K	Hold	348	–	–	0.01%	429
2024 Q4	$31K	Hold	348	–	–	0.01%	419
2024 Q3	$34K	Sell	348 -331	-49%	-$30.5K	0.02%	405
2024 Q2	$57K	Sell	679 -78	-10%	-$6.44K	0.03%	320
2024 Q1	$66K	Buy	757 +384	+103%	+$32.8K	0.04%	295
2023 Q4	$33K	Hold	373	–	–	0.02%	364
2023 Q3	$28K	Sell	373 -596	-62%	-$49.1K	0.02%	376
2023 Q2	$81K	Buy	969 +32	+3%	+$2.62K	0.06%	236
2023 Q1	$78K	Sell	937 -243	-21%	-$20.9K	0.06%	228
2022 Q4	$97K	Buy	1,180 +8	+0.7%	+$663	0.09%	184
2022 Q3	$94K	Buy	1,172 +256	+28%	+$23.9K	0.09%	186
2022 Q2	$84K	Buy	916 +2	+0.2%	+$199	0.08%	216
2022 Q1	$99K	Buy	+914	New	+$96.7K	0.08%	213

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Hazlett, Burt & Watson's VNQ Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Real Estate ETF (VNQ) stake by 21% in Q1 2026, selling an estimated $8.44K and leaving 348 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #530.

Hazlett, Burt & Watson first reported a position in VNQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $99K in Q1 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Hazlett, Burt & Watson held 348 shares of Vanguard Real Estate ETF worth $31K as of Q1 2026.
Hazlett, Burt & Watson sold 92 Vanguard Real Estate ETF shares in Q1 2026, an estimated $8.44K.
Vanguard Real Estate ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #530 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Vanguard Real Estate ETF position peaked at $99K in Q1 2022.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.